Tenfold Vendor Resources:
https://www.tenfold.com/integrations
https://www.tenfold.com/support-center
https://www.tenfold.com/download
https://status.tenfold.com/
Step 1: Phone System is Authenticated to Evolve IP's Platform
This is the PRIMARY step that's managed by Evolve IP's UC Implementation team.
The Phone System authentication shows "Connected" is ready for your preferred CRM to be authenticated to the Tenfold dashboard:
https://dashboard.tenfold.com/
Step 2: Tenfold IP Addresses to White list (OPTIONAL)
https://www.tenfold.com/support-center/whitelist-ip-addresses
This link points to the IP’s that require to be white-listed to seamlessly work with the Tenfold UI.
If the users that this solution will be deployed to are in the office; then it’s a one-time update to be made by your IT admins.
However, if the traffic is successfully traversing without issue on the current network, an update might not be required.
Step 3: Authenticate your CRM and Deploy Tenfold
ON-BOARDING CUSTOMERS ON TENFOLD: TENFOLD DASHBOARD AND FEATURES REVIEW
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Client ADMIN master guide that provides an Onboarding checklist, process, training, review of features and functionality.
CRM Specific integration guides, videos walkthrough, and end-user documentation are found below:
Widget Connector url https://vimeo.com/362309108
Widget Connector url https://vimeo.com/359293536
A. Salesforce Classic and Lightning
Salesforce Integration Guide
Widget Connector url https://vimeo.com/354656342
Tenfold Salesforce Desktop User Guide
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Tenfold Salesforce OpenCTI User Guide
Widget Connector url https://vimeo.com/353836996
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B. Microsoft Dynamics
Microsoft Dynamics Integration Guide
Widget Connector url https://vimeo.com/350738039
Installing the Microsoft Dynamics Embedded UI
Widget Connector url https://vimeo.com/353886752
Tenfold MS Dynamics (DESKTOP) User Guide
View file name Tenfold Desktop App for Dynamics User Guide V1.1.pdf height 250
C. Sugar CRM
Widget Connector url https://vimeo.com/350401471
Tenfold SugarCRM (DESKTOP) User Guide
View file name Tenfold Desktop App for SugarCRM User Guide V1.1.pdf height 250
D. Netsuite
Netsuite – Saving Notes to a Contact
Tenfold NetSuite (DESKTOP) User Guide
View file name Tenfold Desktop App for NetSuite User Guide.pdf height 250
E. ZenDesk
Zendesk Embedded UI Installation Guide
Widget Connector url https://vimeo.com/371375044
F. Bullhorn
Widget Connector url https://vimeo.com/350737539
G. ServiceNow
Widget Connector url https://vimeo.com/361099601
| url | https://vimeo.com/361099601 |
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Tenfold ServiceNow (DESKTOP) User Guide
View file name Tenfold Desktop App for ServiceNow User Guide V1.1.pdf height 250